Ballentine Partners’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$466K Sell
2025
Q2
$493K Buy
2025
Q1
$440K Sell
2024
Q4
$435K Buy
2024
Q3
$318K Buy
2024
Q2
$265K Buy
2020
Q1
Sell
2019
Q4
$1.45M Sell
2019
Q3
$1.42M Sell
2019
Q2
$1.63M Sell
2019
Q1
$1.64M Sell
2018
Q4
$1.31M Sell
2018
Q3
$2.2M Buy
2018
Q2
$1.12M Buy
2018
Q1
$738K Sell
2017
Q4
$958K Sell
2017
Q3
$1.03M Buy
2017
Q2
$1.08M Buy